Adding an employee and sending them access

How to add a team member in the „Employees“ section, send them access and what their states mean.

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‹New employee

First name

Jana

Surname

Nováková

Phone

+420 777 123 456

E-mail

jana@email.cz

The e-mail must be unique. Once access is sent it is locked · it becomes the sign-in name.

Add employee

STEP 1 / 2

Employee details

Name, phone and a unique e-mail · once access is sent, that becomes the sign-in name.

An employee can accept payments on your PayPoints. Adding one has two steps · first you create the record, then you send access (a sign-in).

1
Employees → „Add employee“The „New employee“ form opens.
2
Fill in the detailsFirst name, Surname, Phone (+420 …) and E-mail. The e-mail must be unique · you cannot use an e-mail that already belongs to another account.
3
„Add employee“The employee is created in the „Created“ state. They do not have a sign-in yet.
4
„Send access“On the employee's detail you tap „Send access“. We send them an e-mail with a link to create a password (the link has limited validity). The state changes to „Invitation sent“.

CreatedThe record exists, access has not been sent yet. The e-mail can still be edited.

Invitation sentThe invitation has gone out and we are waiting for the employee to set a password.

ActiveThe employee has activated their access and can work.

InactiveThe employee is deactivated.

Employee states.

Once access is sent, the e-mail is locked · it becomes the sign-in name. Changes to the name and phone are saved with the „Save“ button.

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